Real estate
- Real estate
This portfolio is focused on investments in real estate-related equities, including REITs, real estate technology firms, and hospitality-based companies. It includes holdings in data center and communications infrastructure REITs such as **Equinix (EQIX)** and **American Tower (AMT)**, traditional real estate investment trusts like **Realty Income Corporation (O)** and **Invitation Homes (INVH)**, as well as companies with indirect real estate exposure like **Las Vegas Sands (LVS)** and **Zillow Group (Z)**. The goal of this portfolio is to achieve a balance between income generation through dividends and capital appreciation by investing in a diverse mix of real estate sectors. 
- Real estate
- #1 / 2
Performance
Growth of $1,000 · 1 year
$915.77-$84.23 (-8.42%)
S&P 500: 1,215.09
| Date | Portfolio | S&P 500 |
|---|---|---|
| Aug 11, 2025 | $1,000.00 | Not available |
| Aug 11, 2025 | $1,000.00 | $1,000.00 |
| Aug 12, 2025 | $1,002.07 | $1,010.65 |
| Aug 13, 2025 | $1,011.01 | $1,011.65 |
| Aug 14, 2025 | $1,016.22 | $1,013.57 |
| Aug 15, 2025 | $1,025.27 | $1,011.83 |
| Aug 18, 2025 | $1,020.23 | $1,011.15 |
| Aug 19, 2025 | $1,013.47 | $1,008.48 |
| Aug 20, 2025 | $1,012.30 | $1,003.44 |
| Aug 21, 2025 | $1,006.52 | $1,000.46 |
| Aug 22, 2025 | $1,016.35 | $1,016.09 |
| Aug 25, 2025 | $1,049.02 | $1,010.30 |
| Aug 26, 2025 | $1,039.57 | $1,009.88 |
| Aug 27, 2025 | $1,042.04 | $1,017.77 |
| Aug 28, 2025 | $1,041.90 | $1,017.87 |
| Aug 29, 2025 | $1,042.57 | $1,013.33 |
| Sep 2, 2025 | $1,029.83 | $1,006.81 |
| Sep 3, 2025 | $1,019.43 | $1,009.22 |
| Sep 4, 2025 | $1,019.06 | $1,016.35 |
| Sep 5, 2025 | $1,029.49 | $1,014.80 |
| Sep 8, 2025 | $1,033.67 | $1,020.30 |
| Sep 9, 2025 | $1,036.62 | $1,022.28 |
| Sep 10, 2025 | $1,040.35 | $1,025.62 |
| Sep 11, 2025 | $1,029.97 | $1,034.14 |
| Sep 12, 2025 | $1,045.33 | $1,034.92 |
| Sep 15, 2025 | $1,036.37 | $1,039.35 |
| Sep 16, 2025 | $1,031.44 | $1,040.39 |
| Sep 17, 2025 | $1,047.84 | $1,036.58 |
| Sep 18, 2025 | $1,039.58 | $1,042.26 |
| Sep 19, 2025 | $1,040.60 | $1,039.64 |
| Sep 22, 2025 | $1,023.26 | $1,048.62 |
| Sep 23, 2025 | $1,011.38 | $1,042.91 |
| Sep 24, 2025 | $1,010.60 | $1,039.03 |
| Sep 25, 2025 | $996.38 | $1,036.36 |
| Sep 26, 2025 | $996.55 | $1,040.31 |
| Sep 29, 2025 | $1,014.97 | $1,043.71 |
| Sep 30, 2025 | $1,011.21 | $1,042.69 |
| Oct 1, 2025 | $999.58 | $1,048.84 |
| Oct 2, 2025 | $988.68 | $1,051.77 |
| Oct 3, 2025 | $997.16 | $1,052.35 |
| Oct 6, 2025 | $980.76 | $1,054.48 |
| Oct 7, 2025 | $977.27 | $1,057.40 |
| Oct 8, 2025 | $970.90 | $1,056.55 |
| Oct 9, 2025 | $977.67 | $1,056.98 |
| Oct 10, 2025 | $967.35 | $1,036.33 |
| Oct 13, 2025 | $943.80 | $1,042.39 |
| Oct 14, 2025 | $939.53 | $1,043.14 |
| Oct 15, 2025 | $968.82 | $1,052.07 |
| Oct 16, 2025 | $978.71 | $1,036.79 |
| Oct 17, 2025 | $971.77 | $1,035.98 |
| Oct 20, 2025 | $984.93 | $1,055.64 |
| Oct 21, 2025 | $981.82 | $1,054.51 |
| Oct 22, 2025 | $995.85 | $1,052.92 |
| Oct 23, 2025 | $1,011.00 | $1,052.98 |
| Oct 24, 2025 | $1,032.82 | $1,066.46 |
| Oct 27, 2025 | $1,034.92 | $1,077.56 |
| Oct 28, 2025 | $1,028.06 | $1,078.92 |
| Oct 29, 2025 | $1,011.37 | $1,083.19 |
| Oct 30, 2025 | $999.79 | $1,073.86 |
| Oct 31, 2025 | $1,005.17 | $1,075.88 |
| Nov 3, 2025 | $1,026.98 | $1,074.57 |
| Nov 4, 2025 | $1,016.39 | $1,065.59 |
| Nov 5, 2025 | $1,017.13 | $1,064.96 |
| Nov 6, 2025 | $1,017.11 | $1,055.83 |
| Nov 7, 2025 | $1,010.74 | $1,042.51 |
| Nov 10, 2025 | $1,032.32 | $1,071.58 |
| Nov 11, 2025 | $1,035.98 | $1,068.33 |
| Nov 12, 2025 | $1,036.18 | $1,074.63 |
| Nov 13, 2025 | $1,029.12 | $1,066.88 |
| Nov 14, 2025 | $1,004.98 | $1,057.57 |
| Nov 17, 2025 | $999.32 | $1,046.78 |
| Nov 18, 2025 | $992.76 | $1,036.38 |
| Nov 19, 2025 | $992.76 | $1,042.00 |
| Nov 20, 2025 | $999.39 | $1,061.63 |
| Nov 21, 2025 | $986.79 | $1,039.03 |
| Nov 24, 2025 | $1,009.77 | $1,051.59 |
| Nov 25, 2025 | $1,013.26 | $1,052.73 |
| Nov 26, 2025 | $1,023.11 | $1,071.12 |
| Nov 28, 2025 | $1,029.55 | $1,074.65 |
| Dec 1, 2025 | $1,024.00 | $1,069.74 |
| Dec 2, 2025 | $1,020.77 | $1,071.72 |
| Dec 3, 2025 | $1,021.71 | $1,075.50 |
| Dec 4, 2025 | $1,021.01 | $1,073.76 |
| Dec 5, 2025 | $1,014.11 | $1,078.69 |
| Dec 8, 2025 | $1,008.12 | $1,075.03 |
| Dec 9, 2025 | $1,008.17 | $1,074.10 |
| Dec 10, 2025 | $1,011.88 | $1,075.36 |
| Dec 11, 2025 | $1,018.27 | $1,073.54 |
| Dec 12, 2025 | $1,020.80 | $1,072.08 |
| Dec 15, 2025 | $1,002.42 | $1,070.46 |
| Dec 16, 2025 | $1,003.16 | $1,067.38 |
| Dec 17, 2025 | $1,008.36 | $1,057.65 |
| Dec 18, 2025 | $1,004.25 | $1,063.77 |
| Dec 19, 2025 | $992.95 | $1,068.24 |
| Dec 22, 2025 | $1,000.71 | $1,076.91 |
| Dec 23, 2025 | $998.00 | $1,079.47 |
| Dec 24, 2025 | $995.44 | $1,085.64 |
| Dec 26, 2025 | $1,005.18 | $1,085.53 |
| Dec 29, 2025 | $1,005.26 | $1,081.66 |
| Dec 30, 2025 | $1,002.75 | $1,080.34 |
| Dec 31, 2025 | $1,001.39 | $1,072.34 |
| Jan 2, 2026 | $991.89 | $1,074.30 |
| Jan 5, 2026 | $992.43 | $1,081.46 |
| Jan 6, 2026 | $992.04 | $1,083.76 |
| Jan 7, 2026 | $998.68 | $1,089.77 |
| Jan 8, 2026 | $979.47 | $1,083.36 |
| Jan 9, 2026 | $1,003.55 | $1,087.36 |
| Jan 12, 2026 | $983.37 | $1,093.16 |
| Jan 13, 2026 | $984.21 | $1,092.77 |
| Jan 14, 2026 | $993.83 | $1,080.13 |
| Jan 15, 2026 | $991.34 | $1,088.56 |
| Jan 16, 2026 | $993.53 | $1,087.65 |
| Jan 20, 2026 | $980.08 | $1,065.51 |
| Jan 21, 2026 | $982.26 | $1,069.34 |
| Jan 22, 2026 | $987.32 | $1,083.52 |
| Jan 23, 2026 | $993.67 | $1,084.42 |
| Jan 26, 2026 | $1,002.89 | $1,089.34 |
| Jan 27, 2026 | $1,003.26 | $1,094.15 |
| Jan 28, 2026 | $999.00 | $1,094.00 |
| Jan 29, 2026 | $970.08 | $1,086.72 |
| Jan 30, 2026 | $959.03 | $1,088.14 |
| Feb 2, 2026 | $958.21 | $1,093.55 |
| Feb 3, 2026 | $956.98 | $1,084.30 |
| Feb 4, 2026 | $955.89 | $1,073.59 |
| Feb 5, 2026 | $948.14 | $1,064.18 |
| Feb 6, 2026 | $945.97 | $1,081.18 |
| Feb 9, 2026 | $957.74 | $1,091.25 |
| Feb 10, 2026 | $958.66 | $1,088.38 |
| Feb 11, 2026 | $946.18 | $1,086.50 |
| Feb 12, 2026 | $964.52 | $1,078.06 |
| Feb 13, 2026 | $956.51 | $1,076.96 |
| Feb 17, 2026 | $961.82 | $1,073.80 |
| Feb 18, 2026 | $957.86 | $1,079.21 |
| Feb 19, 2026 | $950.98 | $1,076.36 |
| Feb 20, 2026 | $952.99 | $1,083.63 |
| Feb 23, 2026 | $943.11 | $1,073.08 |
| Feb 24, 2026 | $944.94 | $1,081.15 |
| Feb 25, 2026 | $952.63 | $1,090.04 |
| Feb 26, 2026 | $961.59 | $1,083.94 |
| Feb 27, 2026 | $966.79 | $1,078.74 |
| Mar 2, 2026 | $960.02 | $1,079.35 |
| Mar 3, 2026 | $962.96 | $1,069.84 |
| Mar 4, 2026 | $966.67 | $1,077.38 |
| Mar 5, 2026 | $956.74 | $1,071.38 |
| Mar 6, 2026 | $943.46 | $1,057.33 |
| Mar 9, 2026 | $943.34 | $1,066.60 |
| Mar 10, 2026 | $942.84 | $1,064.88 |
| Mar 11, 2026 | $949.43 | $1,063.55 |
| Mar 12, 2026 | $932.71 | $1,047.40 |
| Mar 13, 2026 | $935.86 | $1,041.47 |
| Mar 16, 2026 | $939.84 | $1,052.07 |
| Mar 17, 2026 | $948.42 | $1,054.83 |
| Mar 18, 2026 | $945.64 | $1,040.12 |
| Mar 19, 2026 | $943.20 | $1,037.55 |
| Mar 20, 2026 | $922.42 | $1,019.89 |
| Mar 23, 2026 | $933.04 | $1,030.60 |
| Mar 24, 2026 | $937.66 | $1,027.14 |
| Mar 25, 2026 | $928.00 | $1,032.87 |
| Mar 26, 2026 | $916.22 | $1,014.42 |
| Mar 27, 2026 | $908.00 | $997.12 |
| Mar 30, 2026 | $911.66 | $993.79 |
| Mar 31, 2026 | $927.90 | $1,022.68 |
| Apr 1, 2026 | $932.64 | $1,030.38 |
| Apr 2, 2026 | $938.25 | $1,029.08 |
| Apr 6, 2026 | $944.99 | $1,036.18 |
| Apr 7, 2026 | $939.93 | $1,036.64 |
| Apr 8, 2026 | $949.38 | $1,061.90 |
| Apr 9, 2026 | $951.92 | $1,069.18 |
| Apr 10, 2026 | $946.45 | $1,068.47 |
| Apr 13, 2026 | $959.93 | $1,078.91 |
| Apr 14, 2026 | $967.51 | $1,092.06 |
| Apr 15, 2026 | $977.42 | $1,100.67 |
| Apr 16, 2026 | $987.64 | $1,102.38 |
| Apr 17, 2026 | $1,009.96 | $1,119.91 |
| Apr 20, 2026 | $1,015.47 | $1,114.48 |
| Apr 21, 2026 | $1,005.81 | $1,115.54 |
| Apr 22, 2026 | $1,002.15 | $1,114.21 |
| Apr 23, 2026 | $986.28 | $1,115.68 |
| Apr 24, 2026 | $988.27 | $1,120.93 |
| Apr 27, 2026 | $989.09 | $1,124.62 |
| Apr 28, 2026 | $987.80 | $1,118.66 |
| Apr 29, 2026 | $983.75 | $1,116.45 |
| Apr 30, 2026 | $994.87 | $1,119.44 |
| May 1, 2026 | $993.16 | $1,134.07 |
| May 4, 2026 | $980.25 | $1,129.09 |
| May 5, 2026 | $980.73 | $1,137.19 |
| May 6, 2026 | $991.84 | $1,150.40 |
| May 7, 2026 | $980.96 | $1,154.87 |
| May 8, 2026 | $971.53 | $1,158.31 |
| May 11, 2026 | $970.03 | $1,162.57 |
| May 12, 2026 | $962.68 | $1,156.91 |
| May 13, 2026 | $954.16 | $1,160.41 |
| May 14, 2026 | $949.50 | $1,176.56 |
| May 15, 2026 | $942.35 | $1,166.09 |
| May 18, 2026 | $942.96 | $1,161.55 |
| May 19, 2026 | $934.58 | $1,151.54 |
| May 20, 2026 | $943.68 | $1,160.56 |
| May 21, 2026 | $947.00 | $1,161.30 |
| May 22, 2026 | $946.59 | $1,175.01 |
| May 26, 2026 | $946.74 | $1,180.32 |
| May 27, 2026 | $950.20 | $1,179.72 |
| May 28, 2026 | $946.79 | $1,186.01 |
| May 29, 2026 | $941.92 | $1,191.82 |
| Jun 1, 2026 | $946.90 | $1,192.82 |
| Jun 2, 2026 | $945.02 | $1,191.13 |
| Jun 3, 2026 | $942.25 | $1,193.01 |
| Jun 4, 2026 | $948.81 | $1,182.23 |
| Jun 5, 2026 | $946.96 | $1,183.49 |
| Jun 8, 2026 | $938.13 | $1,162.44 |
| Jun 9, 2026 | $947.73 | $1,160.08 |
| Jun 10, 2026 | $935.12 | $1,152.73 |
| Jun 11, 2026 | $929.90 | $1,141.03 |
| Jun 12, 2026 | $934.37 | $1,160.98 |
| Jun 15, 2026 | $930.57 | $1,186.99 |
| Jun 16, 2026 | $938.19 | $1,179.91 |
| Jun 17, 2026 | $923.02 | $1,165.18 |
| Jun 18, 2026 | $925.49 | $1,174.27 |
| Jun 22, 2026 | $923.42 | $1,170.57 |
| Jun 23, 2026 | $928.93 | $1,153.57 |
| Jun 24, 2026 | $927.05 | $1,153.04 |
| Jun 25, 2026 | $918.20 | $1,152.00 |
| Jun 26, 2026 | $933.37 | $1,146.35 |
| Jun 29, 2026 | $929.96 | $1,165.24 |
| Jun 30, 2026 | $914.25 | $1,174.31 |
| Jul 1, 2026 | $911.86 | $1,172.73 |
| Jul 2, 2026 | $918.56 | $1,171.19 |
| Jul 6, 2026 | $910.66 | $1,181.41 |
| Jul 7, 2026 | $917.50 | $1,175.79 |
| Jul 8, 2026 | $909.92 | $1,172.16 |
| Jul 9, 2026 | $918.76 | $1,182.08 |
| Jul 10, 2026 | $921.37 | $1,187.18 |
| Jul 13, 2026 | $919.47 | $1,178.09 |
| Jul 14, 2026 | $909.21 | $1,182.27 |
| Jul 15, 2026 | $912.58 | $1,186.57 |
| Jul 16, 2026 | $921.85 | $1,180.53 |
| Jul 17, 2026 | $921.51 | $1,168.84 |
| Jul 20, 2026 | $918.10 | $1,166.95 |
| Jul 21, 2026 | $914.26 | $1,176.69 |
| Jul 22, 2026 | $910.53 | $1,175.64 |
| Jul 23, 2026 | $907.86 | $1,160.81 |
| Jul 24, 2026 | $929.68 | $1,161.99 |
| Jul 27, 2026 | $929.04 | $1,162.24 |
| Jul 28, 2026 | $935.70 | $1,165.02 |
| Jul 29, 2026 | $930.34 | $1,147.09 |
| Jul 30, 2026 | $940.71 | $1,166.37 |
| Jul 31, 2026 | $929.84 | $1,174.72 |
| Aug 3, 2026 | $933.09 | $1,191.45 |
| Aug 4, 2026 | $937.35 | $1,212.94 |
| Aug 5, 2026 | $937.03 | $1,210.51 |
| Aug 6, 2026 | $926.74 | $1,208.58 |
| Aug 7, 2026 | $923.57 | $1,215.97 |
| Aug 10, 2026 | $915.77 | $1,215.09 |
PortfolioS&P 500
- Time-weighted return
- -8.42%
- Modified Dietz return
- -8.42%
- Normalized wealth
- 915.77
- Holdings
- 5
Holdings
| Instrument | Weight | Quantity | Value | Unrealized P&L |
|---|---|---|---|---|
 EQIXEquinix, Inc. Common Stock REIT | +33.52% | 1.61 | $1,674.23 | $174.22 |
 LVSLas Vegas Sands Corp. | +20.47% | 22.45 | $1,022.65 | $22.67 |
 ORealty Income Corporation | +17.33% | 14.05 | $865.83 | $65.76 |
 INVHInvitation Homes Inc. Common Stock | +15.67% | 26.24 | $782.45 | -$117.55 |
 ZZillow Group, Inc. Class C Capital Stock | +13.01% | 19.58 | $649.93 | -$849.99 |
Version history
- Merged#79 Remove AMT@dev · Created Mar 11, 2025, 2:06 PMVerification: Unverified
- Merged#58 Increase AMT@dev · Created Mar 1, 2025, 2:34 AMVerification: Unverified
- Merged#56 Add more real estate holdings@dev · Created Feb 28, 2025, 4:15 PMDiversifying more into real estate stocks since we are too dependent on 2 right now. Verification: Unverified
- Merged#45 Dd test@dev · Created Feb 23, 2025, 3:41 AMVerification: Verified
- Merged#43 Dd@dev · Created Feb 23, 2025, 12:31 AMVerification: Verified
- Merged#4 Initial change@dev · Created Feb 17, 2025, 9:17 PMThis change is auto-generated on portfolio creation and details the initial positions.Verification: Unverified